TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.56M
3
+$5.31M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.68M
5
PH icon
Parker-Hannifin
PH
+$4.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.03%
2 Financials 9.25%
3 Industrials 5.18%
4 Communication Services 4.53%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5K ﹤0.01%
+157
702
$5K ﹤0.01%
+350
703
$5K ﹤0.01%
+79
704
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705
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706
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707
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+100
708
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+129
709
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+17
710
$5K ﹤0.01%
+300
711
$4K ﹤0.01%
+47
712
$4K ﹤0.01%
+84
713
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+37
714
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+30
715
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+350
716
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717
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+17
718
$4K ﹤0.01%
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719
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+37
720
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+450
721
$4K ﹤0.01%
+80
722
$4K ﹤0.01%
+40
723
$4K ﹤0.01%
+72
724
$4K ﹤0.01%
+300
725
$4K ﹤0.01%
+58
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